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A traditional, time-tested approach to managing wealth

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In today’s world where things seem to change so rapidly, there are traditional aspects worth preserving – such as when a handshake was your word and having a good reputation was something sought and earned.

At Gates Wealth Solutions of Raymond James, we know that managing our clients’ money is serious business, and we treat it as such. We strive to look out for your best interest and work with you to manage your assets as we manage our own – with a highly professional and prudently conservative approach to investing.

While some may consider these ideals to be old-fashioned, we believe they are as relevant as your own timeless principles – providing for your loved ones and giving back to your community.

Individual Wealth Management
INDIVIDUAL WEALTH MANAGEMENT
Financial guidance for retirees and those in professional and managerial positions
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Individual Wealth Management
INSTITUTIONAL CONSULTING
Helping foundations and endowments with investment allocation and management
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Individual Wealth Management
CORPORATE 401(k) PLAN CONSULTING
Helping corporations establish and run company retirement plans
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